2022°ëµ¼ÌåÉ豸Êг¡½«´ï1085ÒÚÃÀÔª£¬´´ÏÂ5.9%Ôö³¤Ð¼Í¼
½üÈÕSEMI¹«²¼2022Äêµ×È«Çò°ëµ¼ÌåÖÆÔìÉ豸Êг¡Ô¤²â¡£¸Ã¹«Ë¾Êг¡Ñо¿ºÍͳ¼Æ²¿ÃÅ·ÖÎöʦ?Inna?Skvortsova?±íʾ£¬¡°µ½?2022?Äêµ×£¬°ëµ¼ÌåÉ豸Êг¡½«´ïµ½?1085?ÒÚÃÀÔª£¬´´ÏÂÔö³¤?5.9%?µÄмͼ£¬³¬¹ý?2021?Äê?1025?ÒÚÃÀÔªµÄÀúʷиߡ£µ½?2023?Ä꣬¡°°ëµ¼ÌåÖÆÔìÉ豸ÏúÊÛ¶îÔ¤¼Æ½«ÔÚǰ¶ËºÍºó¶Ë¹¤ÒÕÖÐËõ¼õÖÁ?912?ÒÚÃÀÔª£¬µ«½«ÔÚ?2024?Äê»Ö¸´¡£¡±?¹ØÓÚ°ëµ¼ÌåÊг¡£¬¡°2022Ä꣬¸÷Ñо¿¹«Ë¾µÄƽ¾ùÔö³¤ÂÊΪ4%¡£2023Ä꣬Ԥ¼ÆÆ½¾ùήËõ7%£¬µ«Future?Horizo??nÔ¤¼ÆÎ®Ëõ22%¡£ÎÒÃÇÔ¤¼ÆÏÔÖøÏ½µ¡£¡±Ëû˵¡£
Inna?Skvortsova£¬SEMI?Êг¡Ñо¿ºÍͳ¼Æ·ÖÎöʦ?×ÊÁÏÀ´Ô´£ºSEMI
°´µØÇø»®·Ö£¬Öйú´ó½¡¢Öйų́ÍåµØÇøºÍº«¹úÔ¤¼ÆÔÚ?2022?ÄêÈÔ½«ÊÇ×ʱ¾Í¶×ÊǰÈýÃûµÄ¹ú¼Ò¡£2023Ä꣬Öйú´ó½ÈÔ½«±£³ÖµÚÒ»£¬µ«2024Ä꣬Öйų́ÍåÓÐÍû¶á¹Ú¡£Ô¤¼Æ?2022?Äê³ýº«¹úÍâËùÓеØÇøµÄͶ×ʶ¼½«Ôö¼Ó£¬µ«Ô¤¼Æ?2023?Äê´ó²¿·ÖµØÇø½«Ï½µ£¬È»ºóÔÚ?2024?Äê»Ö¸´¡£
ÐÐÒµÏúÊÛ¶îÀ´¿´£¬2022Äê¾§Ô²³§É豸ÐÐÒµ½«Í¬±ÈÔö³¤8.3%£¬´ïµ½948ÒÚÃÀÔªµÄÀúʷиߡ£Ô¤¼Æµ½?2023?Ä꽫Ͻµ?16.8%?ÖÁ?788?ÒÚÃÀÔª£¬µ«µ½?2024?Ä꽫»ØÉý?17.2%?ÖÁ?924?ÒÚÃÀÔª¡£
´ú¹¤ºÍÂß¼²¿·ÖÕ¼¾§Ô²³§É豸ÊÕÈëµÄÒ»°ëÒÔÉÏ£¬Ô¤¼Æµ½?2022?Ä꽫´ïµ½?530?ÒÚÃÀÔª£¬Í¬±ÈÔö³¤?16%£¬ÕâÖ÷ÒªµÃÒæÓÚÇ°ÑØºÍ³ÉÊ칤ÒÕ½ÚµãÐèÇóµÄÔö³¤£¬Ô¤¼Æ2023ÄêÊÕÈ뽫´ïµ½530ÒÚÃÀÔª£¬Ô¤¼ÆÏ½µ9%¡£
ÔÚÄÚ´æºÍ´æ´¢·½Ã棬ÓÉÓÚÉÌÒµºÍÏû·ÑÕßÐèÇóÆ£Èí£¬Ô¤¼Æ?2022?Äê?DRAM?É豸ÏúÊ۶Ͻµ?10%?ÖÁ?143?ÒÚÃÀÔª£¬2023?Ä꽫Ͻµ?25%?ÖÁ?108?ÒÚÃÀÔª£¬¶ø?NAND?É豸ÏúÊÛ¶îÔ¤¼Æµ½?2022?Ä꽫Ͻµ¡£Ô¤¼Æµ½?2020?Ä꽫Ͻµ?4%?ÖÁ?190?ÒÚÃÀÔª£¬µ½?2023?Ä꽫Ͻµ?36%?ÖÁ?122?ÒÚÃÀÔª¡£
ÔÚ?2021?ÄêʵÏÖ?30%?µÄÇ¿¾¢Ôö³¤ºó£¬°ëµ¼Ìå²âÊÔÉ豸Êг¡ÏúÊÛ¶îÔ¤¼Æµ½?2022?Ä꽫Ͻµ?2.6?%ÖÁ?76?ÒÚÃÀÔª¡£×é×°ºÍ°ü×°É豸ÁìÓòµÄÏúÊÛ¶îÔÚ?2021?ÄêÔö³¤ÁË?87%£¬µ«Ô¤¼Æ?2022?Ä꽫Ͻµ?14.9%?ÖÁ?61?ÒÚÃÀÔª£¬2023?Ä꽫Ͻµ?13.3%?ÖÁ?53?ÒÚÃÀÔª¡£ºó¶ËÉ豸×ʱ¾Ö§³öÓÐÍûÔÚ?2024?Äê»Ö¸´£¬ÆäÖвâÊÔÉ豸Ôö³¤?15.8%£¬×é×°ºÍ·â×°É豸Ôö³¤?24.1%¡£
SEMI?×ܲüæÊ×ϯִÐйÙ?Ajit?Manocha?×ÊÁÏÀ´Ô´£ºSEMI
SEMI?×ܲüæÊ×ϯִÐйÙ?Ajit?Manocha?ÔÚÆÀÂÛδÀ´Êг¡Ç÷ÊÆÊ±±íʾ£¬¡°Ð°뵼Ìå¾§Ô²³§µÄ´´¼Í¼ÊýÁ¿£¨2021?Äê?23?×ù£¬2022?Äê?33?×ù£©µ¼Ö°뵼ÌåÖÆÔìÉ豸µÄÏúÊÛ¶îÔö³¤³¬¹ý?100?ÃÀÔªÁ¬ÐøµÚ¶þÄêÔö³¤Ê®ÒÚÃÀÔª¡£Ëæ×Ÿ÷¸öÊг¡ÐÂÓ¦ÓõijöÏÖ£¬Ô¤¼ÆÎ´À´Ê®Äê°ëµ¼ÌåÐÐÒµ½«ÓÐÏÔ×ÅÔö³¤¡£°ëµ¼ÌåÐÐÒµµÄ³¤ÆÚǰ¾°¿´ºÃ¡£¡°Ôö¼Ó¶Ô°ëµ¼ÌåÖÆÔìµÄͶ×ÊÖÁ¹ØÖØÒªÎª¸÷ÖÖÐÂÐËÓ¦ÓõijÖÐøÔö³¤µì¶¨»ù´¡¡£¡±
±¾ÎÄÊÚÈ¨×ªÔØ×Ô¡¶µç×Ó¹¤³Ìר¼¡·æ¢ÃÃýÌåEE?Times?Japan
Ôð±à£ºAmy.wu